Warren Sanger
Warren Sanger is a registered investment advisor at LPL Financial LLC, based in Port Washington, NY, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
31 Davis Road, Port Washington, NY, 11050
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Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Warren is a notary for the State of NY since April 2021. He also sells non-variable insurance through Watermark Insurance Services, dedicating minimal time, and is a non-profit board member for NCA Nassau Cemetery Association, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Fsc Securities CorporationBroker
Citicorp Investment ServicesBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.